Due to our continued growth, we are looking for a full-time experienced Senior Mortgage Adviser to work from our Twickenham offices and assist in building P10 Financial Group. P10 Financial Group is a one-of-a-kind advisory business that advises high net worth clients, LTD company Directors, high growth businesses and property entrepreneurs. We provide connected services across the entire financial spectrum, through our various business divisions of mortgages, commercial lending, accountancy and insurance. This allows us to advise and provide services to our clients across all aspects of their lives, when it matters.
We believe it is our duty to make finance simple and our mission is to deliver financial excellence for our clients.
We only work with the most talented individuals, who are pro-active and responsive at all times, even when delivering the toughest of messages. We focus on excellence internally to deliver excellence externally. Our word is our promise, and everyone's word is equal.
With all of this our biggest commitment is to build successful relationships and have fun along the way.
The role offers a competitive salary, but above all else is a great opportunity for someone to come and put their mark on a successful business. We will expect the successful candidate to come into the business with a healthy network. You will be responsible for deal origination and client relationships as your main priorities. As a business we want to do things differently to others in our industry.
Nature of the role
The right candidate has outstanding commercial lending advisory capabilities. You will have the skillset to develop and maintain client relationships as you pursue new customer opportunities. You will be brought into the team to take over a number of existing relationships that are held by the business which will need to be nurtured and grown. You will also be responsible for the growth of new introducers and professional parties to grow your lending origination. You will be working with extremely experienced & successful entrepreneurs. You will have a role where you are responsible for any of their existing or new lending requirements. You will be structuring commercial transactions in excess of £500,000. Skills and qualifications
Working knowledge of mortgage operations with banks or lenders Great emotional intelligence, i.e. must be able to build meaningful relationships Confident in talking to people at all levels of seniority Excellent time management, planning and organisational skills You are motivated to grow and have a desire to progress in your career Ability to use various IT tools such as financial and administrative, word processing, spreadsheet and database software Excellent interpersonal and communication skills, both verbal and written Impeccable customer service and customer handling skills Firm grasp of financial, documentation and administration procedures Ability to analyse loan applications and supporting documents for issuance of loans Strong numerical skills to handle loan calculations and repayments for the customers Duties and Responsibilities
Advising on mortgage applications Business development to bring on new partners and clients for the business for the P10 target market. Assessing the financial position and credibility of customers seeking mortgages Referring protection requirements to your mortgage team Explaining the loan repayment schedules to borrowers and managing the loans through the whole life span Reviewing and updating loan files and credit documentation Maintaining strong compliance with every single client and transaction Managing and coaching junior members of the business Assisting senior leadership to build out strategic ways of growing the mortgage team Responsible for cross referrals to other areas of the group such as accountancy, commercial and insurance teams Obtaining and compiling copies of applicant’s credit histories, financial statements and other financial information Ensuring clients adhere to loan agreements and ensure that repayment is done on time Experience requirements
Must have experience advising on mortgages over £1m. Applicants need to have experience making loan decisions through various means including credit history review, credit scoring and affordability analysis. We are ideally looking for a candidate with at least three years of experience working in various financial institutions. Experience in banking or financial services is desirable. Education and training requirements
CeMAP Level 3 qualification is essential and a strong understanding of FCA and MCOB regulation is also required.
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The right candidate has outstanding commercial lending advisory capabilities. You will have the skillset to develop and maintain client relationships as you pursue new customer opportunities. You will be brought into the team to take over a number of existing relationships that are held by the business which will need to be nurtured and grown. You will also be responsible for the growth of new introducers and professional parties to grow your lending origination. You will be working with extremely experienced & successful entrepreneurs. You will have a role where you are responsible for any of their existing or new lending requirements. You will be structuring commercial transactions in excess of £500,000. Skills and qualifications
Working knowledge of mortgage operations with banks or lenders Great emotional intelligence, i.e. must be able to build meaningful relationships Confident in talking to people at all levels of seniority Excellent time management, planning and organisational skills You are motivated to grow and have a desire to progress in your career Ability to use various IT tools such as financial and administrative, word processing, spreadsheet and database software Excellent interpersonal and communication skills, both verbal and written Impeccable customer service and customer handling skills Firm grasp of financial, documentation and administration procedures Ability to analyse loan applications and supporting documents for issuance of loans Strong numerical skills to handle loan calculations and repayments for the customers Duties and Responsibilities
Advising on mortgage applications Business development to bring on new partners and clients for the business for the P10 target market. Assessing the financial position and credibility of customers seeking mortgages Referring protection requirements to your mortgage team Explaining the loan repayment schedules to borrowers and managing the loans through the whole life span Reviewing and updating loan files and credit documentation Maintaining strong compliance with every single client and transaction Managing and coaching junior members of the business Assisting senior leadership to build out strategic ways of growing the mortgage team Responsible for cross referrals to other areas of the group such as accountancy, commercial and insurance teams Obtaining and compiling copies of applicant’s credit histories, financial statements and other financial information Ensuring clients adhere to loan agreements and ensure that repayment is done on time Experience requirements
Must have experience advising on mortgages over £1m. Applicants need to have experience making loan decisions through various means including credit history review, credit scoring and affordability analysis. We are ideally looking for a candidate with at least three years of experience working in various financial institutions. Experience in banking or financial services is desirable. Education and training requirements
CeMAP Level 3 qualification is essential and a strong understanding of FCA and MCOB regulation is also required.
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